Current Market Value 1,530,713,440
Current Holdings 586
Most Recent File Date 2025-07-17
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Albion Financial Group /ut . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 586 1,530,713
2025-04-25 2025-03-31 13F-HR 607 1,413,576
2025-01-17 2024-12-31 13F-HR 683 1,461,218
2024-10-09 2024-09-30 13F-HR 510 1,441,203
2024-07-10 2024-06-30 13F-HR 511 1,327,428
2024-04-19 2024-03-31 13F-HR 503 1,295,414
2024-01-26 2023-12-31 13F-HR 476 1,213,499
2023-11-01 2023-09-30 13F-HR 478 1,083,578
2023-07-25 2023-06-30 13F-HR 473 1,142,505
2023-04-18 2023-03-31 13F-HR 446 1,093,064
2023-02-03 2022-12-31 13F-HR 487 1,035,651
2022-10-27 2022-09-30 13F-HR 457 968,864
2022-07-29 2022-06-30 13F-HR 585 1,009,411
2022-05-09 2022-03-31 13F-HR 643 1,174,816
2022-02-15 2021-12-31 13F-HR 654 1,262,452
2021-10-19 2021-09-30 13F-HR 543 1,141,616
2021-08-12 2021-06-30 13F-HR 542 1,153,534
2021-02-19 2020-12-31 13F-HR 510 1,020,403
2020-11-13 2020-09-30 13F-HR 233 923,355
2020-08-17 2020-06-30 13F-HR 222 847,394
2020-05-08 2020-03-31 13F-HR 209 684,794
2020-01-31 2019-12-31 13F-HR 221 842,768
2019-11-08 2019-09-30 13F-HR 208 779,829
2019-08-08 2019-06-30 13F-HR 209 774,559
2019-05-14 2019-03-31 13F-HR 205 737,359
2019-01-28 2018-12-31 13F-HR 198 641,952
2018-11-20 2018-09-30 13F-HR 199 739,108
2018-08-14 2018-06-30 13F-HR 197 693,844
2018-04-17 2018-03-31 13F-HR/A 1 R 194 650,390
2018-04-17 2018-03-31 13F-HR 194 650,390
2018-02-21 2017-12-31 13F-HR 195 656,714
2017-11-09 2017-09-30 13F-HR 196 654,812
2017-08-15 2017-06-30 13F-HR 196 601,948
2017-05-15 2017-03-31 13F-HR 193 666,247
2017-02-14 2016-12-31 13F-HR/A 1 R 189 604,482
2017-02-13 2016-12-31 13F-HR 185 588,885
2016-11-03 2016-09-30 13F-HR 191 584,253
2016-07-25 2016-06-30 13F-HR 184 556,350
2016-04-21 2016-03-31 13F-HR 185 588,885
2016-02-22 2015-12-31 13F-HR 176 581,522
2015-11-04 2015-09-30 13F-HR 179 552,445
2015-07-27 2015-06-30 13F-HR 184 601,789
2015-05-14 2015-03-31 13F-HR 178 588,949
2015-02-26 2014-12-31 13F-HR 178 579,107
2014-11-13 2014-09-30 13F-HR 181 564,763
2014-08-18 2014-06-30 13F-HR 194 577,525
2014-05-13 2014-03-31 13F-HR 190 542,187
2014-02-13 2013-12-31 13F-HR 173 533,320
2013-11-19 2013-09-30 13F-HR 171 468,731
2013-08-16 2013-06-30 13F-HR 156 450,061